Recurring managed operations

Keep revenue follow-up moving every week.

After a successful recovery pilot, NexHaven can own the repeatable work behind collections, open estimates, promises to pay, and revenue visibility—inside the systems your team already uses.

Named Operations ManagerDocumented playbooksWeekly scorecard
Every account has a next actionNo more unowned follow-up.
Every promise has a dateCommitments are tracked to resolution.
Every week has a scorecardMovement and blockers stay visible.

The operating cadence

A managed function, not a task list.

NexHaven runs a documented daily and weekly rhythm, records outcomes in your system, and escalates only the decisions that require your authority.

1

Daily queue review

Prioritize accounts and estimates by value, age, commitment date, and customer context.

2

Approved outreach

Run the agreed call, email, and text cadence in your company voice.

3

CRM control

Document outcomes, objections, promises, ownership, and the next scheduled action.

4

Weekly decisions

Report cash recovered, estimates revived, aging movement, exceptions, and owner decisions.

Control stays with you

Clear boundaries before outreach begins.

You approve customer-facing language, channels, escalation rules, access, write-off authority, and any payment-plan boundaries. NexHaven does not make legal, tax, accounting, or credit decisions.

Role-based access to only the systems required

Written communication and escalation playbooks

Recorded dispositions and audit-ready notes

Owner approval for exceptions and policy changes

Monthly scope and capacity review

Prove it before expanding

Start with one defined recovery portfolio.

The 30-day pilot creates the data needed to design the right recurring scope.

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